Metrics, visuals, and working with finance colleagues
FREE03 – People Professionals and Finance
This CIPD Level 0 learning video from the FREE03 – People Professionals and Finance unit explores how to communicate financial information effectively to stakeholders, addressing assessment criteria AC 3.3. The video focuses on three key areas: using metrics and visuals to present data clearly, collaborating with finance colleagues to strengthen proposals, and translating complex financial concepts into plain language that resonates with business strategy. By watching this resource, you'll gain practical skills in presenting compelling business cases that link people proposals to organisational outcomes, whilst understanding how to identify assumptions, manage risks, and agree on meaningful measures of success.
Assessment Criteria 3.3
Explain how people professionals can communicate financial information effectively.
Indicative Content
To include: presenting a business case; using plain language; linking proposals to strategy and outcomes; assumptions and risks; using metrics and visuals; working with finance colleagues; agreeing measures of success.
What You'll Learn
Video covering: Metrics, visuals, and working with finance colleagues
About FREE03 – People Professionals and Finance
To develop learners’ understanding of essential finance concepts in business and how people professionals use financial insight to support workforce decisions, budgets and organisational performance.
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